Data / Investment advisers / New York / Edge Wealth Management, LLC
Edge Wealth Management, LLC, New York, NY: $827 million AUM, SEC registered investment adviser
Edge Wealth Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $827 million in regulatory assets under management in its Form ADV filed February 2, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 142380
- SEC file number
- 801-67345
- SEC status
- Approved, effective December 4, 2006
- Main office
- 805 Third Avenue Floor 12, New York, NY 10022
- Phone
- (212) 682-0133
- Website
- edgewealth.com
- Regulatory AUM
- $827,150,449 in the Form ADV filed February 2, 2026
- Discretionary AUM
- $827,150,449
- Accounts
- 453
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $776.4 million |
| Individuals (other than high net worth individuals) | 122 | $30.4 million |
| Charitable organizations | Fewer than 5 | $20.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $827.2 million | February 2, 2026 |
| December 1, 2025 | $770.7 million | August 19, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Riverpark Advisors, LLC | New York | $836 million | Not listed | adviserinfo.sec.gov |
| Setpoint Capital | New York | $835.1 million | 4 | adviserinfo.sec.gov |
| Strategic Wealth Management Group | New York | $832.9 million | Not listed | adviserinfo.sec.gov |
| American Triple I, LLC | New York | $832.2 million | 2 | adviserinfo.sec.gov |
| First Citizens Institutional Asset Management, LLC | New York | $829.2 million | 2 | adviserinfo.sec.gov |
| Argand Partners, LP | New York | $827 million | 18 | adviserinfo.sec.gov |
| Rithm Capital Advisors LLC | New York | $825.7 million | 4 | adviserinfo.sec.gov |
| P2 Capital Partners, LLC | New York | $824.4 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Edge Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.